Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burwell is a financial advisor with PFS Investments Inc., a company specializing in providing investment advice and portfolio management for individuals. David's experience in the financial industry dates back to 2009. David holds Series 6 and 63 licenses. David is registered to provide financial advice in California and New Mexico. David is currently located at PFS Investments Inc.'s office in Upland, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
06/09/2009 - Present
PFS Investments Inc. (UPLAND CA)
BC
Issued 06/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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